Create an account relationship record

Create an account relationship record by selecting the account relationship type and then selecting the accounts involved in the relationship.

Before you begin

Role required: One of the following roles:

• sn_crm_foundation_data_manager,
• sn_crm_account_relationship_data_manager
• sn_customerservice_manager
• sn_crm_foundation_admin,
• admin

About this task

The administrator can create a relationship record for an account from the Account Relationships related list on the Account Relationship Type form.

The customer service manager and the administrator can create a relationship record for an account from the Account Relationships related list on the account or partner record.

Deleting a relationship record for an account also deletes the reverse relationship record.

Note: Deleting a relationship record doesn’t have any impact on customer service cases that refer to the relationship record.

Procedure

1. Navigate to All > Customer Service > Customer > Accounts or Partners.

2. Select an account.

3. From the Account Relationships related list, select New.

4. Fill in the fields on the Account Relationship form.

   Field	Definition
   Account From	The source accounts for this relationship. If you’re creating the relationship from an account or partner record, this field is automatically filled in; otherwise, make a selection from the Accounts list.
   Relationship Type	Select the account relationship type for this record. If you’re creating the record from an Account Relationship Type form, this field is automatically filled in. Otherwise, make a selection from the Account Relationship Types list, which shows all active account relationship types.
   Account To	The target accounts for this relationship.
   Order	Specifies the sequence in which records are displayed, organized according to business preferences.

5. Select Submit.

   Once a relationship record has been created, it appears in two places:

   • The relationship appears in the Account Relationships related list on the source account record.
   • The reverse relationship appears in the Account Relationships related list on the target account record.